Optimize Complex ESigning Flows With Conditional Routing
How to pdf form conditional required field?
In signNow, Conditional routing allows multiple signers to collaborate in a much more organized and logical way. Conditional routing is used in documents where one field (Conditional) should become visible only after another field (Condition) has been filled in and confirmed by the signer. Let’s see how conditional routing works on a simple example in which Signer 1 determines the exact time of a meeting (Condition), and then Signer 2 confirms it with their eSignature (in the Conditional Field).Begin by opening a document and clicking Edit Signers to set the signing order and indicate the emails of both signers.
Make sure the signers are allocated in separate signing steps.
Drag and drop Date/Time fields for Signer 1. In our case, this would be the field in which Signer 1 is expected to indicate the time of a meeting.
Then, switch to Signer 2 and drag and drop their Signature Field. In the Advanced settings of the dropdown menu for this field, tick “Make this field conditional” (highlighted).
A Signature Field will appear in the top right corner of the page. Select the “Choose by clicking on the field” option.
Note that once you set Condition and Conditional fields, you will not be able to change the signing order and/or add this document with preset fields to any Document Group you have in your account. If you click Cancel, conditional routing will be cancelled. If you click OK - conditional routing will be applied to your document.
Now that you have conditional routing set in the document, you can send it to your signers.Signer 1 will receive an instant invitation to open and fill in the document (Signer 2 gets no notifications at this stage). Once Signer 1 has filled in the field, Signer 2 will receive an invitation to sign. If Signer 1 chooses not to fill in this field for some reason - Signer 2 will not get any email notifications.
Following the same logic, conditional routing also works with three or more signers.
This is one of many signNow tools designed for more efficient management of complex eSigning flows with multi-level hierarchies.
Your step-by-step guide — signNow conditional fields
The vital conceptual benefit of the signNow eSignature software for enterprise automation is a single information space that crosses the company but displays a unique business worlflow. You may set Validation for Form Fields and eSignatures, give an invitation hyperlink to your partners, distributors or teammates. Our innovative service simplifies the analytical and audit processes. It lets you run the workflow much more flexibly without involving additional staff. You may indirectly refine the interaction between partners and enable them to increase customer service.
How to set Validation for Form Fields and eSignatures with signNow:
- Create your username and password free of charge or log in if you currently have one particular.
- You may sign in using the Single sign-on functionality if you possess the signNow user account.|If you possess the signNow account, you may enter using the Single sign-on feature
- Transfer the record from your portable or desktop gadget.
- In addition, you may upload the necessary data file from your cloud storage space. Our internet-based software is compatible with probably the most suggested repositories: Google Drive, OneDrive, DropBox.
- Quickly make alterations to your web template with our innovative but straightforward PDF Editor.
- Type the textual content, add graphics, leave your annotations or comments, etc..
- You may customize fillable elements of diverse types: text or particular date, calculated or dropdown, and much more.
- Organize and put in place the attachment request.
- Insert the Signature Field for emailing to sign and collect in-person or multiple eSignatures. If applicable, you may self-sign the template.
- Finish editing using the Done button and proceed to set Validation for Form Fields and eSignatures.
signNow is the perfect alternative for automation of business procedures and solution to set Validation for Form Fields and eSignatures and quick tasks concluding for companies of all levels with regards to employees and structure. Users can interact both externally and internally with suppliers and consumers. Check out each of the advantages now!